IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fairlead Tactical Sector ETF (TACK)

CUSIP: 14064D550 | NYSE | 92 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

NBZ Investment Advisors LLC311,275
3.8% of portfolio›$9.8M
Commonwealth Equity Services, LLC136,390
0.0% of portfolio›$4.3M
Insight Wealth Partners, LLC64,913
0.3% of portfolio›$2.0M
Mission Wealth Management, LP57,151
0.0% of portfolio›$1.8M
FMA Wealth Management, LLC52,453
1.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.34,284
0.0% of portfolio›$1.1M
Laurel OAK Wealth Management, LLC25,342
0.1% of portfolio›$795.0K
Williams & Novak Wealth Management, LLC20,099
0.4% of portfolio›$630.5K
AFG Fiduciary Services Limited Partnership16,708
0.4% of portfolio›$533.3K
Farther Finance Advisors, LLC12,326
0.0% of portfolio›$386.7K
Wealthcare Advisory Partners LLC8,796
0.0% of portfolio›$275.9K
D.A. Davidson & Co.8,018
0.0% of portfolio›$251.5K
Bluesphere Advisors LLC6,561
0.1% of portfolio›$205.8K
Buck Wealth Strategies, LLC400
0.0% of portfolio›$12.5K
Comprehensive Financial Planning, Inc.7
0.0% of portfolio›$219
StyleTurnoverLocationFiled
NBZ Investment Advisors LLC
311,275$9.8M3.8%ETFLowKnoxville, TN2026-10-30
Commonwealth Equity Services, LLC
136,390$4.3M0.0%ETFLowWaltham, MA2026-11-02
Insight Wealth Partners, LLC
64,913$2.0M0.3%ETFLowPlano, TX2026-10-26
Mission Wealth Management, LP
57,151$1.8M0.0%ETFLowSanta Barbara, CA2026-10-15
FMA Wealth Management, LLC
52,453$1.6M1.0%ETFVery LowDuxbury, MA2026-10-21
Cambridge Investment Research Advisors, Inc.
34,284$1.1M0.0%ETFLowFairfield, IA2026-11-02
Laurel OAK Wealth Management, LLC
25,342$795.0K0.1%GrowthLowMarlton, NJ2026-10-19
Williams & Novak Wealth Management, LLC
20,099$630.5K0.4%ETFMediumWestlake Village, CA2026-10-09
AFG Fiduciary Services Limited Partnership
16,708$533.3K0.4%ETFVery LowHingham, MA2026-10-21
Farther Finance Advisors, LLC
12,326$386.7K0.0%IndexLowSan Francisco, CA2026-10-08
Wealthcare Advisory Partners LLC
8,796$275.9K0.0%ETFLowWest Chester, PA2026-10-21
D.A. Davidson & Co.
8,018$251.5K0.0%CoreLowGreat Falls, MT2026-10-28
Bluesphere Advisors LLC
6,561$205.8K0.1%ETFLowEast Norriton, PA2026-10-19
Buck Wealth Strategies, LLC
400$12.5K0.0%ValueMediumDenver, CO2026-10-28
Comprehensive Financial Planning, Inc.
7$2190.0%Agg GrowthLowEast Petersburg, PA2026-10-27